← All themes GLP-1 & Obesity

Obesity Second-Order Effects

Weight-loss medicines change demand well outside healthcare — in snacks, alcohol, apparel sizing, dialysis, and bariatric surgery. Some companies gain from the shift and others lose, which is exactly why the linkage is worth tagging.

26 stocks

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
401	EP Edgestream Partners Princeton, New Jersey	$10M	-$8.44M	3	0.59%	Reduced
402	PFM Premier Fund Managers Guildford, United Kingdom	$10M	+$8.73M	1	0.34%	New
403	IFM Investors Melbourne, Australia	$9.99M	+$1.52M	4	0.2%	Increased
404	Hantz Financial Services Southfield, Michigan	$9.77M	-$6.05M	2	0.36%	Reduced
405	RCW Rheos Capital Works Tokyo, Japan	$9.76M	+$921K	1	0.49%	Increased
406	Group One Trading Chicago, Illinois	$9.68M	+$3M	10	0.01%	Increased
407	HA Heartland Advisors Milwaukee, Wisconsin	$9.67M	+$1.6M	2	0.56%	Increased
408	Pacer Advisors Malvern, Pennsylvania	$9.63M	+$4.18M	7	0.14%	Increased
409	IAM Iridian Asset Management Westport, Connecticut	$9.59M	+$5.03M	1	0.17%	Increased
410	Nomura Holdings Tokyo, Japan	$9.55M	+$4.57M	7	0.02%	Increased
411	Woodline Partners San Francisco, California	$9.55M	+$9.38M	1	0.18%	New
412	Nissay Asset Management Tokyo, Japan	$9.54M	-$413K	4	0.08%	Reduced
413	Thompson Siegel & Walmsley Richmond, Virginia	$9.51M	-$958K	2	0.13%	Reduced
414	Tower Research Capital (TRC) New York	$9.49M	-$4.24M	16	0.25%	Reduced
415	PHS Pekin Hardy Strauss Chicago, Illinois	$9.44M	+$8.9M	1	1.31%	New
416	EI EAM Investors Solana Beach, California	$9.39M	+$2M	4	1.45%	Increased
417	S Seeyond Paris, France	$9.35M	+$39.9K	4	0.87%	Increased
418	CAM Cormorant Asset Management Boston, Massachusetts	$9.3M	-$7.31M	1	0.32%	Reduced
419	SAM Shell Asset Management The Hague, Netherlands	$9.05M	+$3.09M	9	0.18%	Increased
420	Xponance Philadelphia, Pennsylvania	$8.99M	+$1.6M	6	0.17%	Increased
421	Vestcor Inc Fredericton, New Brunswick, Canada	$8.96M	-$584K	6	0.3%	Reduced
422	Private Advisor Group Morristown, New Jersey	$8.94M	+$196K	5	0.08%	Increased
423	M&G Investment Management London, United Kingdom	$8.94M	+$5.34M	2	0.02%	Increased
424	NHAS Novo Holdings A/S Hellerup, Denmark	$8.92M	+$1.22M	1	0.4%	Increased
425	Kornitzer Capital Management Shawnee Mission, Kansas	$8.91M	-$209K	2	0.13%	Reduced